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James Blake Dobbs

Woodfield Financial Advisors, Inc.

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About James Blake Dobbs

James Dobbs is a financial advisor with over 30 years of experience in the financial services industry. James is a Certified Financial Planner and is registered with the state of Illinois. James currently works at Woodfield Financial Advisors, Inc. in Deer Park, Illinois. James has experience working with a wide range of clients, including high-net-worth individuals, corporations, and trusts. James specializes in financial planning and portfolio management. James’s firm, Woodfield Financial Advisors, Inc., offers a variety of financial services, including financial planning, investment management, and retirement planning. The firm has a strong commitment to providing personalized service to each of their clients.

Firm Information

James Dobbs is currently registered with Woodfield Financial Advisors, Inc.. Woodfield Financial Advisors, Inc. is a financial advisor based in DEER PARK, IL. They provide financial planning and portfolio management services for individuals, corporations, and other entities. They manage over $162 million in assets for their clients. They are registered with the SEC and have three licensed agents.
Woodfield Financial Advisors, Inc.

21660 W. FIELD PKWY SUITE 290

DEER PARK, IL 60010

$162.65M

Assets Under Management

13

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Dobbs’s Registration & Firm History

IL

10/22/1997 - Present

Woodfield Financial Advisors, Inc. (Deer Park IL)

IL

09/08/2009 - 10/30/2009

LPL FINANCIAL CORPORATION (ROLLING MEADOWS IL)

IL

04/11/1990 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (ROLLING MEADOWS IL)

AZ

11/19/1989 - 03/27/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

05/05/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/30/1987 - 05/10/1988

FSC SECURITIES CORPORATION

NA

09/29/1986 - 11/20/1987

WHYTECLIFFE SECURITIES INC.

NA

08/19/1986 - 12/24/1986

LA SALLE ST. SECURITIES, INC.

NA

03/01/1985 - 12/20/1986

INVESTORS BROKERAGE SERVICES, INC.

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Licenses & Designations

BC

Issued 09/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/07/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Blake Dobbs.
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